Trust has agreed to lower the overall fee to 12.5% of adjusted NAV above a high-water mark
1OAK’s managed portfolio service is available through Quilter, Fidelity, and Novia
In just over a year the value of the investment had plummeted to £5m
Augmentum Fintech trades at a wide discount but NAV held steady during the half
The ‘article 9’ trust saw NAV grow 1.5% during the three months to 30 September
NAV has fallen more than 40% in a year
BGF Impact Bond Fund is classed as ‘Article 9’
To help IFAs engage with clients and build relationships with the next generation
96% of asset managers in the IIMI do not trade in cryptocurrencies and few have plans to do so
The strategy is no longer open to new investors, and will shut early in the new year
The first daily-published benchmarks for privately held companies with a market cap of more than $1bn
Assets continue to slide as net sales hit lows not seen in over a decade